CLASS I NAV: $27.28
Ticker: CHNIX Change: $-0.38
Ticker: CHNAX Change: $-0.37
CLASS A NAV: $26.62
Ticker: CHCAX Change: $-0.37
CLASS C NAV: $25.16
Ticker: CHNCX Change: $-0.35
Clough Market Update Call:
Replay Available
Dial in #: 855.859.2056
Conference ID: 1358266


Class Inv Fund Return

Morningstar Rating
3-Star Overall Morningstar Rating among 80 China Region Funds for the period ending 05/31/2018 for Class Inv Shares (derived from a weighted average of the fund's three, five- and ten-year risk adjusted return measure, if applicable). Past Performance is no guarantee of future results.
Cumulative Performance as of 06/30/20181 month3 monthYTDSince Inception1
Class Inv (NAV)-5.33%-6.44%-3.00%273.99%
Average Annual Performance as of 06/30/20181 year3 year5 year10 yearSince Inception1
Class Inv (NAV)14.62%2.78%7.29%6.50%11.13%

Yearly Performance as of 12/31/2017

Class Inv (NAV)41.09%-2.93%-9.70%3.70%14.33%23.80%-18.36%11.56%65.12%-46.81%48.73%78.55%
Expense ratiosas of 02/28/2018Total Expense Ratio What You Pay3
Class Inv 2.06% 1.95%

Performance data quoted represents past performance. Past performance does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance data may be higher or lower than actual data quoted. The Fund imposes a 2.00% redemption fee on shares held for less than 30 days. Performance shown does not include the redemption fee, which if reflected would reduce the performance quoted. For the most current month-end performance data please call 1.866.759.5679. Performance includes reinvested distributions and capital gains.

The performance shown for periods prior to January 15, 2010, reflects the performance of the Old Mutual China Fund, a series of Old Mutual Funds I (as a result of a prior reorganization of the Old Mutual China Fund into the Clough China Fund).

The recent growth rate in the stock market has helped to produce short-term returns for some asset classes that are not typical and may not continue in the future. Because of ongoing market volatility, fund performance may be subject to substantial short-term changes.

Effective December 1, 2017, Class A shares of the Clough China Fund were renamed Investor Class shares and such shares will be offered without an initial sales charge or a contingent deferred sales charge. Performance shown at NAV does not include these sales charges and would have been lower had it been taken into account.

Effective June 12, 2018, Class A shares of the Clough China Fund were added as a new available fund class. Performance for Class A Shares prior to June 12, 2018 reflects the historical performance of the respective Fund’s Investor Class Shares, calculated using the fees and expense of Class A Shares.

1 Inv Inception Date of the Predecessor Fund: 12/30/2005

2 Benchmark MSCI China - The MSCI China Index is constructed according to the MSCI Global Investable Market Index (GIMI) family. The MSCI China Index is part of the MSCI Emerging Markets Index. MSCI makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used to create indices or financial products. This report is not approved or produced by MSCI.

3 ALPS | Clough China Fund: What You Pay reflects the Adviser's decision to contractually limit expenses through February 28, 2019. Please see the prospectus for additional information.

An investor may not invest directly in an index.

2018 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results. For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar Rating™ for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar Rating™ metrics. As of May 31, 2018, the Clough China Fund was rated against the following numbers of U.S.- domiciled China Region Funds over the following time periods: 80 funds in the last three years, 69 funds in the last five years and 41 funds in the last ten years. With respect to these China Region Funds, Investor Class Shares received a Morningstar Rating™ of 3 stars for the overall and the three-year period, 2 stars for the five-year period and 4 stars for the ten-year period; C Shares received a Morningstar Rating™ of 3 stars for the overall, 2 stars for the three-year and the five-year periods and 4 stars for the ten-year period; and I Shares received a Morningstar Rating™ of 4 stars for the overall, 3 stars for the three-year period, 2 stars for the five-year period and 5 stars for the ten-year period. Other classes may have different performance characteristics. Past performance is no guarantee of future results. ©2018 Morningstar, Inc. All Rights Reserved.

Investing in China, Hong Kong, and Taiwan involves risk and considerations not present when investing in more established securities markets. The Clough China Fund may be more susceptible to the economic, market, political, and local risks of these regions than a fund that is more geographically diversified.

This fund is not suitable for all investors. Subject to investment risks, including possible loss of the principal amount invested.

On January 15, 2010, the Old Mutual China Fund (the “Predecessor Fund”) was reorganized into the Clough China Fund (the “Fund”). The historical performance shown for periods prior to January 15, 2010 reflects the historical information for the Predecessor Fund.

The fund is subject to by several risk factors which are explained by clicking here.

An investor should consider investment objectives, risks, charges and expenses carefully before investing. To obtain a prospectus, which contains this and other information, call 866.759.5679 or visit Read the prospectus carefully before investing.

Clough China Fund is: Not FDIC Insured - No Bank Guarantee - May Lose Value.

The Clough China Fund is a series of Financial Investors Trust.

ALPS Portfolio Solutions Distributor, Inc. is the distributor for the Clough China Fund

ALPS Portfolio Solutions Distributor, Inc. is not affiliated with Clough Capital Partners, LP.

© 2010-2018 ALPS Advisors Inc. - All rights reserved.

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